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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,638 | $60,813-85.8% | - | $134,532-93.6% |
| Participation rate | 45.8% | 67.1%-21.3pp | - | 81.2%-35.4pp |
| Annual return | -29.40% | -10.69%-18.7pp | - | 418.27%-447.7pp |
| Employer contribution / active EE | $1,439 | $2,735-47.4% | - | $4,741-69.6% |
| Participant deferral / active EE | $2,600 | $4,132-37.1% | - | $6,401-59.4% |
| Admin fee / account holder | $1,984 | $4,065-51.2% | - | $11,429-82.6% |